Franklin Resources
NBTB icon

Franklin Resources’s NBT Bancorp NBTB Stock Holding History

Franklin Resources’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42M Sell
33,372
-29,198
-47% -$1.27M ﹤0.01% 2040
2025
Q4 		$2.6M Sell
62,570
-23,689
-27% -$985K ﹤0.01% 1674
2025
Q3 		$3.6M Sell
86,259
-5,699
-6% -$244K ﹤0.01% 1564
2025
Q2 		$3.82M Sell
91,958
-942
-1% -$39.2K ﹤0.01% 1467
2025
Q1 		$3.99M Buy
92,900
+6,045
+7% +$279K ﹤0.01% 1421
2024
Q4 		$4.15M Buy
86,855
+12,387
+17% +$589K ﹤0.01% 1425
2024
Q3 		$3.38M Buy
74,468
+61,451
+472% +$2.77M ﹤0.01% 1526
2024
Q2 		$502K Sell
13,017
-669
-5% -$24.2K ﹤0.01% 2224
2024
Q1 		$502K Sell
13,686
-7,312
-35% -$265K ﹤0.01% 2246
2023
Q4 		$880K Sell
20,998
-2,134
-9% -$77.1K ﹤0.01% 1696
2023
Q3 		$733K Sell
23,132
-4,469
-16% -$153K ﹤0.01% 1734
2023
Q2 		$879K Buy
+27,601
New +$923K ﹤0.01% 1691

Other funds holding NBTB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return